Compare
Why Canadian advisors
keep choosing
Continuum
over
Otter
Built in Toronto. By Canadians. For Canadian Advisors.
| Feature | Otter | |
|---|---|---|
| Origin | ||
| Built for | Canadian advisors | Generic teams (mostly sales / SMB) |
| Head office | Toronto, ON | Mountain View, CA |
| Meeting capture | ||
| Meeting capture | Botless | OtterPilot bot joins the call |
| Captures Zoom | Yes | Yes (via bot) |
| Captures Microsoft Teams | Yes | Yes (via bot) |
| Captures Google Meet | Yes | Yes (via bot) |
| Conference into phone calls | Yes | No |
| VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad | Yes, natively | No |
| In-person mobile app | Yes | Yes |
| Automatic speaker tagging | Yes, from CRM | Generic, requires setup |
| Integrations | ||
| Wealth CRMsWealthbox, Salesforce FSC, Maximizer | Native API | Generic Salesforce / HubSpot only |
| Conquest Planning | Native API | None |
| Push-to-CRM | One click | Limited |
| Workflow | ||
| Smart client profiles | Yes | No |
| Pre-meeting emails | Yes | No |
| Post-meeting follow-ups | Yes | Yes |
| Advisor-tuned templatesPortfolio review, KYC, Life Design | Yes | Generic only |
| Canadian financial vocabularyTFSA, RRSP, FHSA, RRIF, LIRA | Tuned | Generic US English |
| Pages | ||
| Interactive client deliverables | Yes | No |
| Branded to your firm | Yes | No |
| Engagement analyticsopens, time, AI chat | Yes | No |
| Auto-attached disclosures + audit trail | Yes | No |
| Client-side AI chat | Yes | No |
| Coaching | ||
| Performance coaching | Open-ended, adaptive, self-learning | None |
| Pricing | ||
| Per seat / month | CA$79 annual / CA$89 monthly | US$19.99 Business (annual) |
| Compliance | ||
| Standards | PIPEDA, OPC-aligned, CIRO-compliant | Generic SOC 2 / GDPR |
| Built for fiduciary work | Yes — designed for it | Built for sales / SMB |
| Audio storage | Discarded after transcription | Stored on US cloud |
| Consent tracking | Audit logged | Bot visible |
| SOC 2 Type II | Yes | Yes |
| Canadian data residency | Yes | No (US cloud) |
Continuum vs Otter: Botless Meeting Capture for Advisors
Otter is a general-purpose transcription tool aimed at sales and small business teams. Continuum is built for Canadian financial advisors. Otter's OtterPilot bot joins Zoom, Teams and Meet calls; Continuum captures natively on the advisor's device with no bot, and also captures phone calls and VoIP softphones, which Otter does not. Continuum tags speakers automatically from your CRM, integrates through native APIs and MCP only, including wealth CRMs and Conquest Planning, and pushes summaries and tasks with one click. It adds advisor-tuned templates, Canadian financial vocabulary, smart client profiles and branded interactive client Pages. The biggest difference is data handling: Continuum never records audio, the meeting is streamed live for transcription, logs consent for every meeting and keeps data in Canada; Otter stores audio on US cloud servers with no Canadian data residency. Both are SOC 2 Type II certified. Continuum starts at CA$79 per seat per month on an annual plan; Otter Business is US$19.99.
FAQ
Your questions answered
Why does a bot in client meetings matter?
Where is my client audio stored?
What does "built for advisors" actually mean?
